In this 20mins video case study we walk through 5 different scenarios. We talk through how to set these scenarios up and give an idea of some of the talking points that come up after seeing a visual of these scenarios. Saving a lump sum as cash is the Base Plan. We then set up 'What If' scenarios to instead invest this lump sum in a rental property; save this lump sum in a Super; or alternatively pay down an existing debt. Use Let's See - Chart View we can compare the plan.
Case Study - Scenarios - Australia
Marsali Wallace